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Critical Planning with PPP Borrower Entities after Notice 5000-20057: Important Tax, Estate and Transactional Planning Issues



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Recording and Slides are Available Here


The SBA issued important guidance to SBA employees and PPP Lenders on Saturday, October 2nd with reference to transfers of ownership in PPP borrower entities and their assets. The purpose of the Notice is to provide information concerning the required procedures for changes of ownership of an entity that has received Paycheck Protection Program funds. More specifically, the Notice provides guidelines on when permission or escrow arrangements will be required to allow borrowers to have changes in ownership or transfers of assets without being in breach of PPP loan rules. Click this link to read the Notice: https://bit.ly/2Sq3cXn.
 
In their exclusive LISI Webinar, Alan Gassman, Brandon Ketron and Kevin Cameron will review the following items relating to the Notice, as well as the tax and practical planning with LLC's and other entities that have taken PPP loans, and may have changes in ownership or transfer of assets for tax, estate planning or other purposes. In their content-packed webinar, they will cover the following issues:
 
1.  What the Notice says and how it works.
 
2.  When transfers and sales will not require SBA notice or Lender approval.
 
3.  When transfers and sales will require Lender notice and escrow, but no
SBA approval.
 
4.  What to do when the borrower does not have sufficient funds for escrow.
 
5.  Tax planning with entity ownership transfers, and alternative strategies. 
 
6.  Income tax planning for the question of whether and when expenses incurred
for PPP loans that are expected to be deductible will occur
 
And more!


There will be no CE for this webinar


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